+15.5%
PLD vs AMCR
-7.0%
+22.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.6% |
| 7D | -0.9% | -1.8% | +1.0% | -0.1% |
| 30D | -1.2% | -6.0% | +4.8% | +1.4% |
| 3M | -2.3% | +18.9% | -21.2% | -10.3% |
| 6M | +4.5% | +5.7% | -1.1% | +0.8% |
| YTD | +10.1% | +11.1% | -1.0% | +2.6% |
| 1Y | +25.9% | +14.4% | +11.5% | +15.2% |
| 3Y | +24.4% | +13.0% | +11.4% | +11.5% |
| 5Y | +15.5% | -7.5% | +23.0% | +15.2% |
| All | +15.5% | -7.0% | +22.5% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AMCR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling